Sr. Analyst, Accounting & Equity Administration (Hybrid)
LPL Financial is a leading wealth management firm empowering professionals to shape their success. The Senior Analyst will support the company's equity compensation plans and provide technical accounting guidance to key stakeholders. Responsibilities Equity Administration: Manage ESPP program activities, including participant inquiries, enrollment, quarterly communications, and purchase reconciliation Reporting & Compliance: Prepare and analyze monthly, quarterly, and annual equity reports; support SEC filings (Form 4) and annual proxy reporting for executive equity holdings Technical Accounting: Draft technical accounting memos, research standards, and assist with SOX compliance and regulatory controls Process Improvement: Drive strategic projects to streamline processes, leverage technology for automation, and enhance operational efficiency Executive Support: Prepare annual equity statements, assist with dividend payments, and provide administrative support for executive equity functions Skills BA/BS degree in Accounting, Finance, or a related field 1 to 2 years of relevant experience in corporate finance, accounting, or public accounting Ability to analyze complex data and develop innovative solutions Strong written, verbal, and presentation abilities for interaction across all levels Proven ability to manage projects and implement process improvements High level of accuracy with a big-picture perspective Positive attitude, integrity, and ability to work independently and within a team CPA license Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW) Benefits 401K matching Health benefits Employee stock options Paid time off Volunteer time off Company Overview LPL Financial provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship LPL Financial has a track record of offering H1B sponsorships, with 106 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role.